Thanks for recognizing that I have a somewhat complex situation and that I have done my research. Sadly, I think there are probably millions of people in this country in a situation that is similar to mine. An aging parent develops dementia and they stop filing their tax returns. The children don't realize this until the tax returns are several years overdue. And then one day, the parent passes away and the children are left to muddle through all of the intricacies of dealing with an estate. Most people will only have to do this either zero or one or two times in their lives. Even without overdue or incorrect tax returns from previous years, there is still a ton of stuff to learn if you find yourself as the Executor or Personal Representative of a parent's estate. I had hoped that TurboTax would help to see me through this task, and in some ways it did, but in other ways it failed. TT was great when I needed to file returns for previous tax years. TT wasn't so great when it came to explaining that I should be filing additional forms with those returns. They all got kicked back by the IRS, with requests that I file a form 1310, even though I had previously filed a form 56 with the IRS that led me to think that I didn't need to provide a form 1310 with all three returns for three prior tax years. And TT hasn't been so great when it comes to filing the estate's final 1041 and K-1 forms (which is where this forum post started). If you'd like to contact me for more details about my experience, I assume you have access to Intuit's record of my e-mail address: feel free to contact me there.
